Job Description
This is a remote position. About The Reed Corporation The Reed Corporation is a fully remote CPA firm based in New York City. We prepare tax returns, handle bookkeeping and sales tax, and advise individuals and small businesses on the strategy questions that come up between filings. Most of our growth comes from existing clients buying more services and from referrals: both depend on the experience we deliver between deadlines. About the role This is the seat that keeps clients feeling taken care of. You are not a CPA and you are not preparing returns. You are the operator who makes sure every client knows what is happening with their work, what we need from them, and when. You sit between the client and the tax team, and your job is to keep things moving without the client ever feeling chased or ignored. Fully remote, full-time, EST hours. What you will do Onboard new clients: walk them through the portal, e-signature tools, and document workflow, and set expectations on response times and deadlines Respond to client emails, portal messages, and calls within the same business day Chase missing documents (W-2s, 1099s, K-1s, brokerage statements, organizer responses) without making the client feel chased Track every open engagement in our practice management system, and flag delays to leadership before they become problems Route technical tax questions to the right accountant; do not try to answer them yourself Spot when a client could use bookkeeping, advisory, or planning work, and hand the lead to the right person Help with engagement letters, billing follow-up, renewals, and gathering testimonials What we need Bachelor's degree in business, communications, accounting, or a related field At least 2 years of client-facing experience at a professional services firm (account management, customer success, EA at a law or accounting firm, or similar) Calm and professional under deadline pressure. This is a busy-season firm. Strong writing. Most of our work happens over email and portal messages. Comfort living in a CRM and a practice management system Some familiarity with tax or accounting terminology is a plus. We will teach the rest. What we offer 401(k) match and profit sharing Health, life, and disability insurance Guaranteed annual raise Employee Assistance Program Maternity and paternity leave 25 days PTO plus 18 additional firm holidays Summer Fridays: leave five hours early on Fridays in July and August Fully remote, EST hours To apply Send your resume and one paragraph on a time you turned around a difficult client relationship. Learn more at reedcorp.tax. Requirements Education Bachelor's degree in business administration, communications, accounting, finance, or a related field. Experience At least 2 years of client-facing work at a professional services firm Strong written communication, especially over email and a client portal Comfort working in a CRM and a practice management system Calm, professional, and organized under deadline pressure Benefits 401K Matching 401K Profit Sharing Health Insurance Life Insurance Disability Insurance Guaranteed Annual Raise Employee Assistance Program Maternity/Paternity Leave July & August "Summer Fridays"- Leave work 5 hours early on Fridays 25 Days PTO per year + 18 Days Off: 2 Business days after 4/15 deadline, from Christmas Eve to and New Years Day, Friday after Thanksgiving, Birthday, and Federal holidays.